Bills - upload button
The Upload Bills widget would be far more efficient if it were relocated to the Approve screen rather than its current location.
As many users have already commented (before comments on this topic were closed), the current design requires multiple unnecessary clicks to upload each new bill. This slows down what is otherwise a repetitive, high-volume task.
The most logical place for the Upload Bills button is alongside the Approve button. When processing multiple supplier invoices, the natural workflow is:
Review the current bill.
Approve it.
Immediately upload the next bill.
Having the upload option available at the point of approval would allow users to move seamlessly from one document to the next without returning to another screen. This small interface change would significantly reduce the number of clicks required, improve workflow efficiency, and provide a much better user experience for anyone processing multiple bills.
Alexander Podoroshko
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Alexander Podoroshko
commented
Addendum: I'd also like to reiterate a suggestion I've made previously.
The Approve button should be positioned at the top of the page, consistent with the invoice approval screen. This would provide a consistent user experience across Xero and eliminate the need to scroll to the bottom of each bill simply to approve it.
Combining these two improvements—placing the Upload Next Bill option alongside the Approve button and positioning the Approve button at the top of the page—would make processing multiple bills much faster and more intuitive, significantly reducing unnecessary clicks and scrolling.